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Box
BOX

Overview Fund Activity

276 hedge funds and large institutions have $2.23B invested in Box in 2018 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 66 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+5
Holders Change %
+1.85%
% of All Funds
6.32%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
57
Increased
112
Reduced
66
Closed
50
Calls
$41.9M
Puts
$80M
Net Calls
-$38.1M
Net Calls Change
-$28.9M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$29.6M
2
Artisan Partners
Artisan Partners
Wisconsin
+$28.3M
3
First Trust Advisors
First Trust Advisors
Illinois
+$26.4M
4
Two Sigma Investments
Two Sigma Investments
New York
+$25.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$22M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$56.2M
2
Deutsche Bank
Deutsche Bank
Germany
-$46.4M
3
Renaissance Technologies
Renaissance Technologies
New York
-$44.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$36.6M
5
CAM
Cortina Asset Management
Wisconsin
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
301
B. Riley Wealth Advisors
Florida
– -$323K -12,915 Closed
IG
302
ING Group
Netherlands
– -$300K -12,000 Closed
LFAS
303
Level Four Advisory Services
Texas
– -$279K -11,160 Closed
GW
304
GW & Wade
Massachusetts
– -$258K -10,309 Closed
IWM
305
IHT Wealth Management
Illinois
– -$243K -9,730 Closed
PFS
306
Prospera Financial Services
Texas
– -$250K -9,665 Closed
DWT
307
Dorsey & Whitney Trust
South Dakota
– -$241K -9,627 Closed
FAAS
308
First Allied Advisory Services
California
– -$233K -9,490 Closed
EIM
309
Essex Investment Management
Massachusetts
– -$223K -8,935 Closed
Fiera Capital (Canada)
310
Fiera Capital (Canada)
Quebec, Canada
– -$219K -8,750 Closed
CIBC World Market
311
CIBC World Market
Ontario, Canada
– -$201K -8,050 Closed
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
– -$200K -8,000 Closed
CPA
313
Clear Perspective Advisors
Illinois
– -$170K -6,800 Closed
TRCT
314
Tower Research Capital (TRC)
New York
– -$63K -2,525 Closed
PIA
315
Piedmont Investment Advisors
North Carolina
– -$55K -2,210 Closed
PIM
316
Partner Investment Management
California
– -$48K -1,915 Closed
TDC
317
Thompson Davis & Co
Virginia
– -$44K -1,750 Closed
PHK
318
Point72 Hong Kong
Hong Kong
– -$41K -1,651 Closed
STA
319
Summit Trail Advisors
New York
– -$36K -1,424 Closed
RWP
320
RWA Wealth Partners
Massachusetts
– -$25K -1,000 Closed
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
– -$21K -855 Closed
AA
322
Apriem Advisors
California
– -$12K -500 Closed
Acadian Asset Management
323
Acadian Asset Management
Massachusetts
– -$8K -332 Closed
CF
324
Centaurus Financial
California
– -$8K -325 Closed
PCM
325
Prelude Capital Management
New York
– -$8K -306 Closed
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